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Duke Energy
DUK

Overview Fund Activity

1,463 hedge funds and large institutions have $42.1B invested in Duke Energy in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 624 increasing their positions, 511 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+22
Holders Change %
+1.53%
% of All Funds
32.13%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.53%
New
103
Increased
624
Reduced
511
Closed
74
Calls
$447M
Puts
$329M
Net Calls
+$119M
Net Calls Change
+$24.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$322M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$128M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$94.9M
4
BlackRock
BlackRock
New York
+$86.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$79.3M

Top Sellers

1
PFC
Phocas Financial Corp
California
-$634B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$169M
3
Citadel Advisors
Citadel Advisors
Florida
-$113M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$113M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
751
Rafferty Asset Management
New York
$957K +$414K +4,321 +76%
AIP
752
ARS Investment Partners
New York
$954K -$762K -7,950 -44%
EGA
753
E&G Advisors
Texas
$949K -$67.1K -700 -7%
BS
754
Boenning & Scattergood
Pennsylvania
$946K +$3.74K +39 +0.4%
PCM
755
Parsons Capital Management
Rhode Island
$945K +$6.9K +72 +0.7%
DWM
756
Doyle Wealth Management
Florida
$944K +$18.5K +193 +2%
VCAM
757
Van Cleef Asset Management
Ohio
$943K +$96 +1 +0%
UBV
758
United Bank (Virginia)
Virginia
$937K -$53.8K -561 -5%
MRCM
759
M&R Capital Management
New Jersey
$932K +$96 +1 +0%
OPCM
760
Osborne Partners Capital Management
California
$929K -$12.8K -133 -1%
CTA
761
Chesley Taft & Associates
Illinois
$919K +$19.2K +200 +2%
SC
762
Sawyer & Company
Massachusetts
$918K -$27.8K -290 -3%
WP
763
WealthPLAN Partners
Nebraska
$917K +$323K +3,650 +54%
AMI
764
Amica Mutual Insurance
Rhode Island
$910K -$1.14M -11,898 -56%
VIA
765
Vident Investment Advisory
Georgia
$899K -$34.8K -363 -4%
EWF
766
Epstein & White Financial
California
$897K -$33.8K -355 -4%
MFG
767
MidWestOne Financial Group
Iowa
$897K -$22.3K -232 -2%
FNC
768
First National Corp
Massachusetts
$894K – – –
TFS
769
TrustCore Financial Services
Tennessee
$893K -$7.38K -77 -0.8%
GT
770
Glenview Trust
Kentucky
$892K +$6.62K +69 +0.7%
APA
771
American Portfolios Advisors
New York
$889K +$147K +1,535 +20%
WJWM
772
Williams Jones Wealth Management
New York
$889K +$889K +9,277 New
CB
773
CNB Bank
Pennsylvania
$888K +$19.4K +202 +2%
KWM
774
Kingsview Wealth Management
Oregon
$884K +$4.51K +47 +0.5%
NEPWA
775
New England Private Wealth Advisors
Massachusetts
$881K +$1.92K +20 +0.2%
29 30
31
32 33